OIA
SJT

Optimum Investment Advisors’s San Juan Basin Royalty Trust SJT Stock Holding History

Optimum Investment Advisors’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-900
Closed -$2K – 943
2020
Q3 		$2K Hold
900
– – ﹤0.01% 827
2020
Q2 		$2K Hold
900
– – ﹤0.01% 819
2020
Q1 		$2K Hold
900
– – ﹤0.01% 814
2019
Q4 		$2K Buy
+900
New +$2.27K ﹤0.01% 897

Other funds holding SJT

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Optimum Investment Advisors's SJT Position: Q4 2020 in Review

Optimum Investment Advisors sold out of San Juan Basin Royalty Trust (SJT) in Q4 2020, closing a stake of 900 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in SJT in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 52 funds tracked by Wall St. Rank hold SJT as of Q4 2020.

  • Optimum Investment Advisors reported no remaining San Juan Basin Royalty Trust position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 900 San Juan Basin Royalty Trust shares in Q4 2020, an estimated $2K.
  • Optimum Investment Advisors first reported a position in San Juan Basin Royalty Trust in Q4 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's San Juan Basin Royalty Trust position peaked at $2K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.